Portfolio Manager & Business Development Officer
Company: Bank of Ann Arbor
Location: Ann Arbor
Posted on: May 10, 2022
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Job Description:
Job Description:
Who We AreBank of Ann Arbor is one of the nation's best financial
institutions, serving the Southeast Michigan area for over 25
years! At Bank of Ann Arbor, we help our clients succeed
financially. We serve our clients with a purpose and a passion, and
our talented team delivers uncompromised value with every
interaction. It is the mission of Bank of Ann Arbor to be a
dynamic, growing and sustainable community bank that is the premier
financial institution within the markets it operates; it will be
owned by individuals in its markets, managed locally, and
responsive to the needs of its communities. The Bank will serve and
partner with its customers and communities to achieve their
financial goals through high quality products delivered by
energized employees and through community service comprised of
donations, time, and leadership. Our employees are valued and will
work in a culture that invests in their development and rewards
their positive contributions.Who You AreYou have a real passion for
investments and your client relationships! The Portfolio Manager &
Business Development Manager plays a key role in developing and
fostering relationships with our clients and meeting their wealth
planning needs. In this role, you are responsible for the sales and
service of an integrated wealth management solution, with a focus
on investments, to clients and prospects of Bank of Ann Arbor. You
demonstrate an extensive understanding of financial markets, and
can effectively simplify complex financial concepts while building
rapport and credibility with highly valued clientele. Starting with
an existing portfolio, this associate will be part of a team
focused on growing investments through new business development and
effectively executing the wealth management strategies across our
client-base.Who You Are
Required Experience:
Your Knowledge and Experience
From: Bank of Ann Arbor
Benefits:What We OfferA great place to work! At Bank of Ann Arbor,
we help our clients succeed financially. We serve our clients with
a purpose and a passion, and our talented team delivers
uncompromised value with every interaction.We inspire fresh ideas,
bold creativity, and outside-the-box ingenuity by asking, "How can
we do banking differently?" We celebrate individual achievement and
excellence with proud recognition and upward opportunity.We work
together in a spirit of "together we can" teamwork, mutual respect,
and a unified effort to reach common goals. We work hard but we are
fortunate to do it in an atmosphere that's upbeat and fun. We live
our passionate community commitment to strengthen, educate, and
elevate the prosperity of the communities we're proud to call home.
Our culture has also been positively influenced by our nationally
recognized wellness program. Crain's Detroit Business magazine
included Bank of Ann Arbor on its list of Healthiest Employers in
Southeast Michigan.If you like to work with passion and purpose,
collaborate, elevate, and celebrate, Bank of Ann Arbor is the place
for you. We don't call ourselves the World's Best Bankers for
nothing. We are the leaders and best at what we do.Bank of Ann
Arbor is one of the nation's best financial institutions, serving
the South East Michigan area for over 25 years.Comprehensive
benefits package to include Medical & Prescription, Dental, Vision,
Competitive 401K with match, PTO, Wellness program, Free Banking
Products and Dog Days!
Keywords: Bank of Ann Arbor, Ann Arbor , Portfolio Manager & Business Development Officer, Executive , Ann Arbor, Michigan
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